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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.690.0%Dec 24 12:59 PM EST
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To: limtex who wrote (13020)7/27/1998 3:24:00 PM
From: bananawind  Read Replies (2) of 152472
 
Limtex,

Qualcom's IS-95 (cdmaOne) is the only deployed/deployable flavor of CDMA technology in existence for mobile communications. The only exception, I believe, is the previously mentioned B-CDMA that comes from IDC and is 1) fixed WLL only 2)not commercially deployed or certainly not in any kind of scale.

All the other flavors you hear about are currently hypothetical, proposed standards (mainly the GSM/NTTDoCoMo proposed W-CDMA). Q has stated repeatedly that this "proposal" involves use of Q's core intellectual property. On the recent conference call Irwin Jacobs stated flatly that the W-CDMA proposal uses Qualcom's property in the areas of power control, rake receivers, and soft handoff, for example.
Further, he has stated repeatedly that Q will NOT grant licenses for its property under the proposed standard unless/until W-CDMA is made backward compatible with CdmaOne. If there is no converged standard then Q has said it will move forward with its own wideband (cdma2000) which is THE ONLY 3G standard that it would then license to anyone. (ie. no license for two standards).

One small footnote is Phillips, which has got a royalty bearing license agreement from Q to manufacture under the European-proposed W-CDMA. This was negotiated as part of the litigation settlement with Phillips.

Hope this helps. -JLF
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